See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,625 | $67,331-44.1% | $60,874-38.2% | $134,475-72.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.92% | 49.93%-59.9pp | 16.90%-26.8pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,921 | $3,096+26.6% | $2,701+45.1% | $4,740-17.3% |
| Participant deferral / active EE | $3,921 | $4,538-13.6% | $3,817+2.7% | $6,400-38.7% |
| Admin fee / account holder | $29,967 | $4,582+554.0% | $3,224+829.4% | $11,426+162.3% |